Conning Inc’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Sell
30,587
-5,083
-14% -$262K 0.05% 163
2025
Q4
$1.96M Sell
35,670
-2,359
-6% -$125K 0.07% 163
2025
Q3
$1.96M Hold
38,029
0.07% 167
2025
Q2
$1.8M Sell
38,029
-6,702
-15% -$282K 0.06% 159
2025
Q1
$1.87M Buy
44,731
+3,261
+8% +$145K 0.07% 155
2024
Q4
$1.82M Sell
41,470
-8,873
-18% -$390K 0.06% 151
2024
Q3
$2M Sell
50,343
-1,612
-3% -$64.6K 0.07% 148
2024
Q2
$2.07M Sell
51,955
-64,917
-56% -$2.49M 0.07% 141
2024
Q1
$4.43M Sell
116,872
-988,206
-89% -$33.9M 0.15% 117
2023
Q4
$37.1M Sell
1,105,078
-148,775
-12% -$4.33M 1.29% 13
2023
Q3
$34.3M Sell
1,253,853
-12,113
-1% -$358K 1.25% 26
2023
Q2
$36.3M Buy
1,265,966
+176,006
+16% +$5.02M 1.21% 26
2023
Q1
$31.1M Buy
1,089,960
+16,692
+2% +$551K 1.04% 54
2022
Q4
$35.5M Sell
1,073,268
-18,972
-2% -$653K 1.15% 38
2022
Q3
$33M Sell
1,092,240
-160,230
-13% -$5.36M 1.17% 27
2022
Q2
$38.9M Buy
1,252,470
+144,721
+13% +$5.21M 1.17% 36
2022
Q1
$45.6M Sell
1,107,749
-43,829
-4% -$1.98M 1.24% 26
2021
Q4
$51.2M Sell
1,151,578
-132,613
-10% -$6.04M 1.37% 27
2021
Q3
$54.5M Buy
1,284,191
+59,474
+5% +$2.4M 1.56% 5
2021
Q2
$50.5M Sell
1,224,717
-228,462
-16% -$9.37M 1.46% 23
2021
Q1
$56.2M Buy
1,453,179
+1,334,988
+1,130% +$46.1M 1.69% 3
2020
Q4
$3.58M Sell
118,191
-9,349
-7% -$251K 0.11% 111
2020
Q3
$3.07M Sell
127,540
-99
-0.1% -$2.46K 0.11% 117
2020
Q2
$3.03M Sell
127,639
-6,336
-5% -$150K 0.11% 113
2020
Q1
$2.84M Sell
133,975
-6,806
-5% -$204K 0.12% 104
2019
Q4
$4.96M Buy
140,781
+835
+0.6% +$27K 0.16% 86
2019
Q3
$4.08M Sell
139,946
-7,180
-5% -$206K 0.14% 106
2019
Q2
$4.27M Sell
147,126
-87,063
-37% -$2.51M 0.14% 104
2019
Q1
$6.46M Sell
234,189
-4,060
-2% -$115K 0.2% 87
2018
Q4
$5.87M Sell
238,249
-22,470
-9% -$610K 0.2% 86
2018
Q3
$7.68M Sell
260,719
-37,860
-13% -$1.15M 0.23% 82
2018
Q2
$8.42M Sell
298,579
-9,760
-3% -$291K 0.26% 80
2018
Q1
$9.25M Buy
308,339
+14,730
+5% +$463K 0.3% 75
2017
Q4
$8.67M Sell
293,609
-9,330
-3% -$257K 0.29% 84
2017
Q3
$7.68M Sell
302,939
-2,240
-0.7% -$54.4K 0.26% 83
2017
Q2
$7.4M Sell
305,179
-3,310
-1% -$77.2K 0.27% 81
2017
Q1
$7.28M Sell
308,489
-18,375
-6% -$436K 0.27% 81
2016
Q4
$7.22M Sell
326,864
-32,805
-9% -$632K 0.29% 76
2016
Q3
$5.49M Buy
359,669
+1,370
+0.4% +$20.4K 0.22% 86
2016
Q2
$4.62M Buy
358,299
+980
+0.3% +$13.8K 0.19% 97
2016
Q1
$4.67M Buy
357,319
+46,370
+15% +$626K 0.2% 88
2015
Q4
$5.23M Sell
310,949
-13,600
-4% -$230K 0.22% 84
2015
Q3
$5.06M Sell
324,549
-28,150
-8% -$474K 0.22% 83
2015
Q2
$6M Sell
352,699
-3,430
-1% -$56.5K 0.25% 82
2015
Q1
$5.48M Sell
356,129
-1,240
-0.3% -$19.9K 0.23% 78
2014
Q4
$6.39M Sell
357,369
-8,910
-2% -$152K 0.31% 70
2014
Q3
$6.25M Sell
366,279
-5,380
-1% -$85.7K 0.33% 66
2014
Q2
$5.71M Sell
371,659
-43,137
-10% -$670K 0.3% 71
2014
Q1
$7.13M Buy
414,796
+36,417
+10% +$613K 0.42% 62
2013
Q4
$5.89M Buy
378,379
+55,310
+17% +$820K 0.37% 67
2013
Q3
$4.46M Sell
323,069
-46,686
-13% -$666K 0.34% 73
2013
Q2
$4.75M Buy
+369,755
New +$4.71M 0.39% 70

Other funds holding BAC

Conning Inc's BAC Position: Q1 2026 in Review

Conning Inc reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $262K and leaving 30,587 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #163.

Conning Inc first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.2M in Q1 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Conning Inc held 30,587 shares of Bank of America worth $1.49M as of Q1 2026.
  • Conning Inc sold 5,083 Bank of America shares in Q1 2026, an estimated $262K.
  • Bank of America made up 0.05% of Conning Inc's portfolio in Q1 2026, its #163 holding.
  • Conning Inc first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Conning Inc's Bank of America position peaked at $56.2M in Q1 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.